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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,812 | $92,766-57.1% | $82,763-51.9% | $134,545-70.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,725 | $3,273-47.3% | $3,008-42.7% | $4,742-63.6% |
| Participant deferral / active EE | $3,848 | $4,802-19.9% | $4,395-12.5% | $6,401-39.9% |
| Admin fee / account holder | $550 | $5,978-90.8% | $5,325-89.7% | $11,431-95.2% |